Oracle Flexcube Universal Banking · 2020. 5. 23. · Alerts and Dashboard User Guide Oracle Flexcube Universal Banking Release 14.4.0.0.0 Part No. F20443-01 May 2020

Alerts and Dashboard User Guide

Oracle Flexcube Universal Banking

Release 14.4.0.0.0

Part No. F20443-01

May 2020

Alerts and Dashboard User Guide

Oracle Financial Services Software Limited

Oracle Park

Off Western Express Highway

Gurgaon (East)

Mumbai, Maharashtra 400 063

India

Worldwide Inquiries:

Phone: +91 22 6718 3000

Fax: +91 22 6718 3001

https://www.oracle.com/industries/financial-services/index.html

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Contents

1 Preface .................................................................................................................................................. 1

1.1 Introduction .................................................................................................................................... 1

1.2 Audience ....................................................................................................................................... 1

1.3 Document Accessibility ................................................................................................................. 1

1.4 Acronyms and Abbreviations ........................................................................................................ 1

1.5 List of Chapters ............................................................................................................................. 1

1.6 Related Documents ....................................................................................................................... 2

2 Dashboards ........................................................................................................................................... 3

2.1 Introduction .................................................................................................................................... 3

2.2 My Applications ............................................................................................................................. 5

2.3 Conversion Analysis ...................................................................................................................... 6

2.4 New Savings Account ................................................................................................................... 7

2.5 New Current Account Opening Trend ........................................................................................... 8

2.6 New Loan Account Opening Trend ............................................................................................... 9

2.7 Stage Wise Loan Details ............................................................................................................. 10

2.8 Loan Offer Status ........................................................................................................................ 11

2.9 Loan Exposure to Collateral ........................................................................................................ 12

3 List Of Glossary ................................................................................................................................... 13

Copyright @ 2007, 2020 Alerts and Dashboard User Guide

All Rights Reserved

1

1 Preface

1.1 Introduction

Welcome to the Oracle Banking Retail Process Management Savings Account Origination User

Guide. This document provides an overview on the Dashboard widgets available in RPM and guides

you through the various features in Dashboards. This document helps you conveniently make use of

Dashboards.

1.2 Audience

The user guide is intended for the Relationship Managers (RMs) and Sales Officers in-charge of

sourcing the Bank Products from Prospect and Customer of the Bank. The user guide is also

intended for the other Bank personas such as Account Opening Officer, Account Opening

Supervisor, Loan Officer and Credit Manager handling the specific stages of the Savings Account,

Current Account and Loan lifecycle.

1.3 Document Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program

website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

1.4 Acronyms and Abbreviations

Following are some of the acronyms and abbreviations you are likely to find in the manual:

Abbreviation Description

RPM Retail Process Management

DS Data Segment

System Retail Process Management module

1.5 List of Chapters

Chapter Description

Chapter 2 Alerts and Dashboard process flow is updated in this chapter.

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc


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2

Chapter 3 The defined stages through which the Savings Account Application has

to flow before it is ready to be sent to the Host for Account Creation is

detailed in this chapter.

Chapter 4 List of Glossary has the list of Functional Activity Codes of the Savings

Account Stages.

1.6 Related Documents

Retail Process Management Operations User Guide

Retail Process Management Savings Account Origination User Guide

Retail Process Management Current Account Origination User Guide

Retail Process Management Term Deposit Account Origination User Guide

Retail Process Management Retail Loans Origination User Guide

Common Core User Guide


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3

2 Dashboards

2.1 Introduction

Oracle Flexcube Universal Banking Retail Process Management (RPM) is the middle office banking

solution with a comprehensive coverage of Retail Banking Origination processes for Savings

Account, Current Account and Loans comprising of Home Loan, Personal Loan, Education Loan and

Vehicle Loan. It is a Host-Agnostic solution and comes pre-integrated with Flexcube Universal

Banking Solution.

It enables Banks to deliver improved user experience for various Bank personas such as Sales

Officers, Relationship Manager, Account Opening Officers, Branch Supervisor/Managers, Loan

Officers, and Credit Officers and so on; handling defined functions in the lifecycle of the various

product origination.

RPM supports the various Dashboards to aid in enhancing the productivity and operational efficiency

by providing a quick insight into various pertinent areas. The idea of these Dashboards is to ease

the trouble of looking for data or statistics in the system.

Each dashboard has a unique Functional Activity Code; please refer Section 3.1 Functional Activity

Code List. The access of the Dashboard is provided to the individual user either by assigning the

specific Functional Activity Code to the Role that they belong to or can also be provided by assigning

the dashboard Functional Activity Code directly to their User ID. Please refer the RPM –

Configuration User Manual for more details.

By default all the dashboard that has been assigned for the User or User Role are displayed in the

Dashboard. User can define their personal dashboard preferences by:

1. Removing any dashboard tile that they do not want to see by clicking on ‘X’ icon available on the

top right side of the Dashboard Tile/Widget.

2. They can add a Dashboard Tile by clicking on the ‘+’ icon on the top right side of the Dashboard

screen called ‘Add Tile to the Dashboard. System will display all the Dashboard that are allowed

for the User for selection.

3. They can move the Dashboard Tile to their preferred position in the Dashboard screen through

drag and drop.

4. Certain Dashboard Tiles can be expanded or minimized, for which User has to click on the ‘ ’

icon available in the bottom right side panel of the Dashboard Tile.


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The list of dashboards currently supported are mentioned below:

Section 2.2 – My Application

Section 2.3 – Conversion Analysis

Section 2.4 – New Savings Account Opening Trend

Section 2.5 – New Current Account Opening Trend

Section 2.6 – New Loan Account Opening Trend

Section 2.7 – Stage-wise Loan Details

Section 2.8 – Loan Offer Status

Section 2.9 – Loan Exposure to Collateral


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2.2 My Applications

My Application dashboard allows the logged-in Bank User, who could be a Relationship Manager,

Sales Manager, Loan Officer and so on, to view the details of the total number of Products sourced

in the Applications originated by them.

Figure 1: My Applications

It further allows graphical view of the stages in which those Product Account Opening processes are.

Various filter options such as Currency, Products and Period are available to filter the data. You can

click on ‘View Details’ to see the list of the Account Opening Processes for the selected Product.


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2.3 Conversion Analysis

Conversion Analysis Dashboard allows the logged-in Bank User to view the details of the conversion

for the various products originated by them.

Figure 2: Conversion Analysis Dashboard

By default system displays Month-wise conversion details of All the Products originated for the

current Month. Various filter options such as Products and Period are available to filter the data. The

dashboard provides bifurcations across Work-In-Progress (WIP), Completed, Customer Reject and

Bank Reject for the products originated.


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2.4 New Savings Account

New Savings Account Dashboard allows the logged-in Bank User to view the trend of the Savings

Account Opened for the specified period.

Figure 3: New Savings Account Dashboard

By default system displays Month-wise trend of the Savings Account Opened. Various filter options

such as Currency and Period are available to filter the data. System allows to expand the dashboard

tile by clicking on ‘ ’ Icon.


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2.5 New Current Account Opening Trend

New Current Account Dashboard allows the logged-in Bank User to view the trend of the Current

Account Opened for the specified period.

Figure 4: New Current Account Dashboard

By default system displays Month-wise trend of the Current Account Opened. Various filter options

such as Currency and Period are available to filter the data. System allows to expand the dashboard

tile by clicking on ‘ ’ Icon.


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2.6 New Loan Account Opening Trend

New Loan Account Dashboard allows the logged-in Bank User to view the trend of the Loan Account

Opened for the specified period.

Figure 5: New Loan Account Dashboard

By default system displays Month-wise trend of the Loan Account Opened. Various filter options such

as Currency and Period are available to filter the data. System allows to expand the dashboard tile

by clicking on ‘ ’ Icon.


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2.7 Stage Wise Loan Details

This Dashboard allows the logged-in Bank User who could be a Loan Officer or a Loan Head to view

the Stage-wise details of the Loans for their Branch.

Figure 6: Stage Wise Loan Details

By default, System displays the stage-wise details of the Loans of the logged-in User for the Current

Month. Various filter options such as Currency, Sub-Products and Period are available to filter the

data.


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2.8 Loan Offer Status

This Dashboard allows the logged-in Bank User who could be a Loan Officer or a Loan Head to view

the status of the Loans for which offers have been made for their Branch.

Figure 7: Loan Offer Status Dashboard

In a doughnut chart the dashboard reveals the numbers and value of the Loan offers made which

are in below status:

Pending for Acceptance

Offers Rejected by the Customer

Offers Rejected by Bank

Offers Accepted by Customer

By default, System displays the status for the current month, logged-in Branch and the Base

Currency of the Branch. Various filter options such as Currency and Period are available to filter the

data.


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2.9 Loan Exposure to Collateral

This Dashboard allows the logged-in Bank User who could be a Lending Head to view the collaterals

available against the Loans status for their Branch.

Figure 8: Loan Exposure to Collateral Dashboard

This dashboard shows the Loan Exposure (Value) against the Collateral Value. By default, System

displays the status for the current month, logged-in Branch and the Base Currency of the Branch.

Various filter options such as Currency, Sub-Products and Period are available to filter the data.


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3 List Of Glossary

Dashboard Name Functional Activity Code

My Team Application RPM_FA_PROCESS_DRIVER_Dashboard_ALL_APPLICATIONS

My Application

RPM_FA_DASHBOARD_MY_APPLICATIONS /

RPM_FA_PROCESS_DRIVER_Dashboard_MY_APPLICATION

Loan Offer Status RPM_FA_PROCESS_DRIVER_Dashboard_LOAN_OFFER_STA

TUS

Conversion Analysis RPM_FA_PROCESS_DRIVER_Dashboard_CONVERSION_ANA

LYSIS

Stage-wise Loan Applications RPM_FA_PROCESS_DRIVER_Dashboard_PARKEDLOAN

Exposure to Collateral RPM_FA_PROCESS_DRIVER_Dashboard_COLLATERAL

Account Opening Trends RPM_FA_PROCESS_DRIVER_Dashboard_ACCOUNT_OPENIN

G_TREND